DFX Intelligence
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Team lift-out
2 advisors left F•••••••• W••••• M••••••••• L•• for R•••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Coon | Draper, Ut | Nov 7, 2022 | Nov 10, 2022 |
| Nathan Scott Vought | Draper, Ut | Nov 7, 2022 | Nov 14, 2022 |
The rule
- Registrations ended
- Nov 7, 2022
- Registered next
- Nov 10, 2022 to Nov 14, 2022
- Branch state
- UT
- Cities
- 1, most in Draper, Ut
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape